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Steward provides an end-to-end KYC/B onboarding platform designed for investment firms using AI-driven workflows. The platform enables dynamic, no-code onboarding processes that adapt in real time based on client risk profiles and data inputs. This solution streamlines compliance tasks like risk scoring, periodic reviews, and PEP reporting, improving client experience and operational efficiency.
Updated 2 months ago
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- Steward provides an end-to-end KYC/B onboarding platform designed for investment firms using AI-driven workflows. The platform enables dynamic, no-code onboarding processes that adapt in real time based on client risk profiles and data inputs. This solution streamlines compliance tasks like risk scoring, periodic reviews, and PEP reporting, improving client experience and operational efficiency.